Step 5: Creating a project in Basecamp New, based up on the Quote Roller Proposal.

A. In your Quote Roller account, go through the process of creating a proposal. Either send the proposal to your client or “Save As Sent”. Then click on “Create project in Basecamp New” on the right.

A. Next, you will get this message, “The proposal will be converted to a Basecamp project and you will be redirected to a newly project page. The new project will be assigned to the primary company of your Basecamp New account.B. Click OK at the bottom.C. Quote Roller will process this requestD. After the request is processed, it will take you to your Basecamp New account with the new project opened.

Have Questions, please feel free to contact us?For faster support, please login into your Quote Roller account and click on the blue Help/Questions button found on the upper right of your account.

Quote Roller set out in 2011 to streamline the sales proposal process. Today, thanks to our dedicated team, hundreds of thousands of sales pros depend on our quoting, proposal, and contract management solution. Give Quote Roller a try, and see how a primed-to-close quote, proposal, and contract process can help you pull off your highest win rate ever.